alternative investment research and consulting.


True understanding is the combination of knowledge and experience.  Our deep experience comes from many years in leadership roles across the investment industry: in organizations ranging from large global corporations to entrepreneurial startups; in traditional and alternative assets and strategies; in domestic and foreign markets; in derivatives, hedge funds, private equity, structured products, real estate, energy development, and asset finance.  We continue to build on that experience every day as we expand our coverage of new markets, strategies and assets.

Real knowledge is the combination of doing the homework using a strong toolkit of skills.  Our people are highly-trained and qualified analysts who hold advanced degrees and certifications. They have honed their skills and developed new ones through many years in the investment industry applying their skills in global investment markets.  They continue to follow thought leaders and academic research to develop new tools with which to best understand and forecast the investing environment for various markets, strategies and assets.

Comprehensive direct alternative investment guidance you and your company can trust.


We have carefully built a well-deserved reputation of excellence and high integrity in providing thorough and cost-effective research and consulting solutions for our clients.


With our experience we can cover the full span of alternative investment programs in the market today, including both the staple direct alternative investment asset classes of commercial real estate, natural resources, and corporate asset finance, but also more advanced strategies such as hedge funds, private equity, venture capital, and structured derivative products.

We serve a wide range of clientele, and every client relationship is valued greatly and treated with dignity and respect. Each engagement benefits from the depth and breadth of our expertise.


who we are